Discover and read the best of Twitter Threads about #Lithium

Most recents (24)

Yesterday, @IEA gave a presentation to explain what we already know - we need a LOT of #metals & #minerals to "come clean" and regardless of timing as we are hooked on #oil & #gas for our modern lifestyle. In this thread, I'll share their slides & add some of mine...
2/ According to the @IEA, an EV requires 6x minerals and metals input of a conventional "Otto engine" car.
@Herbert_Diess #Tesla @elonmusk #oott
3/ That means, to meet climate goals, we will need a LOT of #metals & #minerals such as #lithium (not a big deal), #graphite (hmmm), #cobalt (that will be fun), #nickel (hard, easy one in Russia!), #rareearth (really hard) or #copper (too hard to mention below?)...
Read 9 tweets
Дугорочни уговори за испоруку литијумског хидроксида, хемикалије која се користи у батеријама, доносе $13,000 по тони на северноамеричком тржишту, док у Кини спот цена лебди на око $23,000 по тони. (подаци из 2017).

business.financialpost.com/commodities/mi…

vidovdan.org/drustvo/stefan…
Сличну тржишну цену наводи и други ауторитативни извор по овом питању, "Oil and Gas Investments Bulletin". oilandgas-investments.com/2017/top-stori…
Када помножимо 200 милиона тона званично процењених резерви литијума са ценом од $13,000 по тони, добијамо цифру од 2 трилиона 600 милиона америчких долара као приближну вредност налазишта литијума #Јадар код Лознице.
Read 22 tweets
EV demand is electric-it’s fuelling lithium battery demand & #lithium producers
-Global EVs to grow 30% pa for 10yrs (Deloitte)
-EVs to make up 10% of global car sales by 2025, 58% in 2040 (BNEF)
-China EV sales to grow 50% 2021
-What’s your fave lithium stock? Mine is Lake $LKE
Massive shout out to @claudiohfox for sending this EV mug all the way to Sydney Australia from Wales.
The lithium triangle was in the news today, @OrocobreLimited $ORE shares +5.6% to $6.55 & Galaxy Resources $GXY +6.1% to $3.83 on plans of merging to create the globe’s top 5 lithium producer.

Small lithium company Lake Resources $LKE is drilling next to Orocobre $ORE. DYOR
Read 4 tweets
The news cycle is a confusing space sometimes;

Eg1.
- #ElectricCars are the future for the planet
V's
- Mining #Lithium batteries is destroying parts of Bolivia/Chile/Argentina

2.
- Decentralised #Cryptocurrencies are the future
V's
- Mining #Bitcoin = huge energy consumption
The narrative around everything nowadays is all about #Values

Corporates latch onto every opportunity

Individuals the same (just read some of the stuff on LinkedIn) 🧐

Life & business is essentially a game
#Winning is always key! (Be nice tho)

The rest is Perception=Reality
I'm a #football fan & I see a footy angle in almost everything I read! 🧐

Not sure if these connections stand up, but here's what I saw;

- #Bolivia former President #EvoMorales was ousted in 2019. Evo a #SimonBolivar anti-imperialist styled leader

⤵️

- progressive.international/wire/2021-03-1…
Read 15 tweets
Israel🐀1✈2✈3✈ alfredvierling.com/?p=4134🚔

#MH17 #NATO #Israel
1st falseflag #WarOnRussia
Brzezinski scipt

✈🚀🚢 🚔
Subpoena #USSVellaGulf

#MH17🚩
#OmtzigtGate
@PieterOmtzigt
#OmtzigtForPresident

RIP Prof. #JoepLange


⏩12m:14s
📨 @PieterOmtzigt
📖 #MH17
📨 @SaskiaBelleman

✂🐈⬆↗➡
⤴↖↙⬇↘⤵
▶😢◀
⏪↗⬅⏫⤵
🕔

📨 @mfa_russia @Dpol_un
📨 @rusembassynl

Read 14 tweets
Not going to be popular but I like to take an interest in #Lithium and I've been looking at #PREM's Zulu project in as much detail as there is available.

There's something wrong with Zulu and here's why.....
Zulu has been around since ~2007. There were 6 drill holes in 2011 before #PREM listed in 2012.

A further 20 hole (2500m) drill program started in September 2016. Just 9 months later the maiden resource of 20Mt at 1.06% for 526kt LCE was released.
I always found it strange that the MRE was 100% in the Inferred category. Inferred means 'best guess based on available data'. It's the least amount of confidence that you can have 'that there's actually something there'. 😶
Read 20 tweets
🟥⏯️Retrouvez le #REPLAY de la présentation du cycle de recherche "Perseverance Valley", une exploration alternative de #Mars par les artistes @postec_clement & Pauline Julier ⬇️1/
#ecoleanthropocene2021 @EcoleUrbaine
2/ Ce projet sur #Mars commence au #Chile dans le désert d'#Atacama où le #Lithium est exploité: ce lithium recharge nos batteries 🚲🚗mais aussi nos batteries d'affects car c'est un ingrédient essentiel des #antidépresseurs💊
3/ Le sol du #Salar d'#Atacama est ce qui, sur Terre, ressemble le+ au sol de #Mars. Donc l'astromobile martien y est testé.
Read 4 tweets
und hier nun die fertige #HajeksHighVoltage Kolumne #17
(backed by popular demand, yet ($)): @wiwo
Was passiert mit all den #Akkus aus #Elektroautos ?
Landen die auf dem Schrott ? #Recycling #Battery #Lithium #SecondLife

[minithread] 1/x

wiwo.de/my/technologie…
2/x derzeit ist die gesetzl vorgeschriebene Recyclingquote für #Batterien (genauer differenziert wird hier nicht,. EU Batterierichtlinie v 2006) 50% Das ist (zu) wenig; das wird oft schon erreicht, wenn nur das Stahlgehäuse verwertet wird. Die vorgeschr. Rücklaufquote ist 45%
3/x heisst das, dass massenweise Batterien aus #Elektroautos auf dem Schrott landen ? Nein, denn:
1) ist eine sehr viel strengere Richtlinie bereits in Arbeit
2) kommen die Akkus gerade erst auf die Straße (Markthochlauf). Moderne Li-Ionen-Zellen halten 1500 ~ 3000 Vollzyklen
Read 10 tweets
"Harvesting the oceans under the Blue Economy": "The #OECD suggests that the #ocean economy is likely to outpace the global economy in the next 15 years."

#GreatReset #NewDealForNature #DeepSeaMining
Under guise of protecting #biodiversity:

"Framed as perhaps the last untapped, under-explored & under-exploited region in the world, the Pacific #Ocean is set to be a contested space for resources."

#WorldEconomicForum #SDGs
"The #BlueEconomy heralds a new race to carve up the Pacific, turning the Pacific Ocean, from surface to seafloor, into a crowded/contested space. Pacific state leaders are courted w/ economic gains that are a fraction of the value of the ocean resources that will be #extracted."
Read 19 tweets
Lagi ramai pemberitaan investasi #Tesla di #Indonesia. Sebenarnya, seperti apa sih rekam jejak mereka di negara - negara lain?

Ternyata di negara lain, mereka sampai ada bikin pengembangan "mobil murah" loh!
#ElonMusk #Musk #Elon #SpaceX #Teknologi #Nikel
📽 @cnbcindonesia
Di #Asia sendiri, sebelumnya #Tesla telah berinvestasi di dua negara dengan potensi penduduk yang banyak : #China dan #India. Mari kita bahas di kedua negara tersebut!

#investasi #teknologi #pabrik #nikel #mobillistrik #ElonMusk #elon #musk #SpaceX #SpaceXStarship
Sejak era perang dagang antara #Amerika dengan #China, #Tesla langsung berinisiatif berinvestasi sebesar $5 miliar untuk membangun pabrik di China, karena ongkosnya jauh lebih murah.

#ElonMusk #Elon #Musk #Indonesia #Investasi #Teknologi #Pabrik #Nikel #MobilListrik #Electric
Read 11 tweets
@IconicICM /
#BonnieClaire sedimentary #Li project, #Nevada
inferred resource of 28.5 million tons of LCE
avg. grade 963ppm @ 400ppm cutoff
100% owned

bit.ly/2vEmjBz NI 43-101 RE

bit.ly/3eJi2kD @StGeorgesPlat Phase 1 LiC R&D report The Bonnie Claire Lithium P...Image
@StGeorgesPlat @Steeltown12345 /
patent pending method of mineral recovery using a mixture of nitric and citric acid. leaching of #li from spodumene, slims, clay etc. without pressure, sonification or high temperatures.

bit.ly/2EEa8wS - PCT/CA2020/050057
@StGeorgesPlat #ecomining #greentech /
recently contracted a newly-built pilot plant facility owned and operated by CIMMS (cimms.ca) to further tweak the #li recovery process and the demonstration of commerical scalability.

bit.ly/33Yxnu4
Read 21 tweets
Intended start dates:
18.08. Core 1
22.08. Core 2
25.08. RC 1
28.08. RC 2
31.08. RC 3
@IconicICM #exploration #nevada #lithium #bonnieclaire
Locations of the previous drill holes in white (BC1601, BC1602, BC1701, BC1801) and locations of current drill program in red (BC2001C, BC2002C, BC2003, BC2004, BC2005) @IconicICM #exploration #nevada #lithium #bonnieclaire Image
Read 5 tweets
Lithium carbonate prices: the spread between different grades of the ‘same ‘ product is nearly as wide as the lowest price itself ... $8325 v $4850 ($3475 difference).

For lithium hydroxide it’s less extreme: $10,750 v $7,775 ($2975).

benchmarkminerals.com/contact/ @benchmarkmin
Lesson from this: there is not one lithium price but a wide range of prices for specific chemicals with tailored end uses (by customer and use). The @benchmarkmin team simplified this into 11 lithium prices or buckets that we collect data into.
Understanding these nuances, especially if you are an OEM, is crucial to making or breaking your long term business / EV plans. #lithium
Read 3 tweets
Special Report
"Like with the #Epstein case, there are precious few ways to hold the powerful to account if the U.S. #government is not interested in pursuing the matter."
by @AlanRMacLeod
mintpressnews.com/tesla-ceo-elon… #USA #Bolivia #Tesla #teslamodely #LITHIUM #mondaythoughts
After being challenged on #Twitter about his alleged involvement in the overthrow of the democratically elected #government of #EvoMorales in #Bolivia last November, #Musk responded, “We will #coup whoever we want! Deal with it.”mintpressnews.com/tesla-ceo-elon… #ElonMusk #elongate #Tesla Image
Although he #ElonMusk later deleted his statement, he doubled down on his stance, tweeting “Congratulations to the people of #Bolivia!” on Morales’ ouster.
#USA #Tesla #teslamodely #LITHIUM #mondaythoughts Image
Read 6 tweets
If only there was a company who can leach over 99.9% of the #lithium from these sediments in less than 20 min without the use of sulphuric acid and concentrate the lithium bearing PLS to only 4% of the initial feedstock. @StGeorgesPlat #extraction / @IconicICM #Nevada
This patent pending propriertary leaching process of @StGeorgesPlat works at ambient temperature, atmospheric pressure & with different source material. pilot plant agreement allows for operations to start as soon as current test work is completed. bit.ly/399mYy1
Quote from @Steeltown12345 in the Jul 19 NR Independent Review of Phase One Lithium in Clay... bit.ly/3eJi2kD "the only improvement possible at this stage is to reduce processing time and the size of the feedstock with improved concentration. Seems both was achieved
Read 3 tweets
Just leaving this here 😏 🇬🇧

“Batteries... for #EV ... and we will back that vision, this government that backs Britain and believes in British innovation” @BorisJohnson @10DowningStreet @AlokSharma_RDG

A lithium ion economy coming to the UK.

@benchmarkmin
The develop a lithium ion economy, UK must target three major supplies of lithium ion batteries - Tesla? LG Chem? SK Innivation? CATL? Panasonic?

It must build in parallel giga-sized anode and cathode plants to fuel these super sized battery plants.
Raw materials; Then to feed the cathode and anode plants it must look to securing 25% of raw materials domestically where economically possible (raw materials to precursor chemicals). It must help early stage developers and innovators #lithium #cobalt #nickel #graphite #manganese
Read 5 tweets
Who controls the lithium ion battery to EV supply chain?

One of our most circulated charts updated with @benchmarkmin 2019 data and now incl #manganese #Mn

#lithium #cobalt #nickel #graphite Image
Big lesson from the China approach: if you don’t have the natural resources, be the guys that chemically refine their raw material #lithium #cobalt #manganese
Manganese has a more extreme supply chain imbalance than cobalt with 92% of chemicals used in lithium ion batteries produced in China.
Read 4 tweets
While LFP lithium ion batteries are heavier & lower range, it’s a sensible cost move for Tesla EVs made and used in China.

@benchmarkmin data below shows LFP cathode capacity is expected to grow 12%. Nearly all of this capacity is in China. #lithium #EV Image
* cathode data above for 2020 versus 2019
Subscribe or trial our Cathode Market Assessment here > benchmarkminerals.com/contact/
Read 3 tweets
India leading the way with "ultramega renewable energy parks" and plan to install a colossal 450GW of RE by 2030.

50GW #batterystorage manufacturing plan also being pushed (#lithium) but with #VRFB also being encouraged through Okaya Power Group research project.

#BMN #vanadium
#VRFB research project can be found here.

vanadiumcorp.com/news/industry/…
Here's an article explaining the measures intended to encourage local #lithium battery manufacturing.

#BMN #vanadium #VRFB

pv-magazine.com/2019/06/12/ind…
Read 4 tweets
Interesting overview on 'Great power resource competition in a changing climate' from @NewAmerica with plenty of #FoodForThought: newamerica.org/resource-secur… Some takeaways..(1/16) Image
2/16 Key findings - #US & #China resource competition in a world in flux...#GlobalTrends #GeoStrategy #Energy #Agriculture #ClimateChange #NationalSecurity ImageImage
3/16 Overview of 'Key metal and mineral resources in the #US & #China competition...#StrategicMaterials #Lithium #Cobalt #Palladium #Niobium #Rhodium #RareEarths Image
Read 16 tweets
5.🗣️📢Alert World leaders, citizens of the world, is attempting a coup d'état in #Bolivia.
🗣️📢Do not let that happen.
🗣️📢Evo Morales is one of the great leaders of the 21st century.
🗣️📢Protect democracy
🗣️📢Protect Bolivia
#regimechange #ProtectBolivia #ProtectDemocracy
1. 🗣️📢Alert World leaders, citizens of the world, is attempting a coup d'état in #Bolivia.
🗣️📢Do not let that happen.
🗣️📢Evo Morales is one of the great leaders of the 21st century.
🗣️📢Protect democracy
🗣️📢Protect Bolivia
threadreaderapp.com/thread/1187148…
2. 🗣️📢Alert World leaders, citizens of the world, is attempting a coup d'état in #Bolivia.
🗣️📢Do not let that happen.
🗣️📢Evo Morales is one of the great leaders of the 21st century.
🗣️📢Protect democracy
🗣️📢Protect Bolivia
threadreaderapp.com/thread/1191853…
Read 274 tweets
@IconicICM could become a low-cost & green #Lithium producer with @StGeorgesPlat "Lithium-In-Clay" extraction technology. Sediment-hosted #Li projects are an emerging source of hydroxide (LiOH) and carbonate (Li2CO3) for (but not limited) the underdeveloped US Market.
The phase 1 confidential report is currently being independently reviewed and a final public summary should be disseminated by mid May. A Phase 2 progess update from @Steeltown12345 is also expected within the next couple days according to a statement from @maikan5
"Iconic’s material from Bonnie Claire has been further concentrated. Air Classification trials are on-going to tweak the process. Results will be integrated in the final report this month on the concentration portion of the process." 1/2
Read 4 tweets
Over 10 years ago, @ChemistryWorld started a project with the @NakedScientists (especially @Meera_Senthi) to tell the story of each chemical #element: The Chemistry in its Element #podcast. Let's look back for #IYPT2019. Here's @brianclegg with #hydrogen:

chemistryworld.com/podcasts/hydro…
@ChemistryWorld @NakedScientists @Meera_Senthi @brianclegg The podcasts weren't published in atomic number order – we jumped around the #periodictable a bit – but here's @peterwothers getting grumpy about party balloons and the loss of the precious elemental resource: #Helium
chemistryworld.com/podcasts/heliu…

#IYPT2019
#Lithium lubricates bearings & boosts batteries, but is also an important drug for depression and bipolar disorder. Nirvana sang about it in 1990 and, hot on their heels, Matt Wilkinson wrote a #podcast for @ChemistryWorld in 2009: chemistryworld.com/podcasts/lithi… #IYPT2019 #Mendeleev
Read 12 tweets
NI 43-101 RE highlights:
- 5.370 mio t LCE (Inferred) at 400 ppm cut-off grade
- average grade of the current resource is 963 ppm Li
- resource is open in all directions
- an additional 10 drill holes are needed to move the resource to Indicated or higher category
"Additional drilling to expand and further define the resource is currently in the planning stage."

I need to update my overview now that the shallow drill hole BC1701 is part of the RE on the Bonnie Claire sediments. (BC1701 is located in the vicinity of P3/P4.) Image
"Bulk sample metallurgy is currently being conducted by St-Georges Eco-Mining Corp of Montreal and results are expected shortly."

latest monthly progress report (September) bit.ly/2P7nW6X
Read 10 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!